Edit, Clone, and Delete Budget

Edit Budget

If you have any changes to be made to your budgets, you can edit them any time. To edit a budget:

  1. Switch to the Admin View.
  2. Go to Budgets.
  3. Click the More icon in the right corner of the budget you want to edit.
  4. Click Edit.
    Edit Budget
  5. Edit the required details in your budget.
  6. Click Save.
    Edit Budget

Clone Budget

If you want to replicate a budget you had made earlier, you can just clone them. For example, if you want to create a new budget with most of the budget amounts from an existing budget, you can choose to clone it and update the required values. To clone a budget:

  1. Switch to Admin View.
  2. Go to Budgets.
  3. Click the More icon in the right corner of the budget you want to clone.
  4. Select Clone.
    Clone Budget
  5. A new budget page will open. Provide a name for the budget and you can edit the budget amount based on your needs.
  6. Click Save. A clone budget will be created.
    Clone Budget

Delete Budget

If you donโ€™t want to use a budget, you can delete them permanently. To delete a budget:

  1. Switch to Admin View.
  2. Go to Budgets.
  3. Click the More icon in the right corner of the budget you want to delete.
  4. Select Delete.
    Delete Budget
  5. In the popup that opens, click Delete to delete the budget.
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